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Financial advisors
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#	Item
121	RevFACTS WHAT DOES FULTON FINANCIAL ADVISORS DO WITH YOUR PERSONAL INFORMATION? Add to Reading List Source URL: www.fult.com Language: English - Date: 2015-07-14 11:16:41
122	BEST PRACTICES BOARD Best Practices for Financial Advisors September 30, 2015 Introduction Today, a wide range of financial professionals serve investors in a dynamic and complex market place. ‘Best Practices’ are de Add to Reading List Source URL: www.thefiduciaryinstitute.org Language: English - Date: 2015-09-30 17:14:36
123	Financial Engines Advisors L.L.CEnterprise Way, 3rd Floor Sunnyvale, CaliforniaChief Compliance Officer: Dexter Buck www.financialengines.com February 1, 2016 Add to Reading List Source URL: corp.financialengines.com Language: English - Date: 2016-02-04 17:00:40
124	Active Bond/Passive Equity Portfolio Style Second Quarter 2015 Data through June 30, 2015 ©Copyright 2015 Cumberland Advisors®. Further distribution prohibited without prior permission. Add to Reading List Source URL: www.cumber.com Language: English - Date: 2016-02-22 10:22:57 Finance Money Economy Investment Financial services Financial risk Collective investment schemes Exchange-traded fund Bond Investment management Mutual fund Portfolio manager
125	International ETF Portfolio Style Second Quarter 2015 Data through June 30, 2015 ©Copyright 2015 Cumberland Advisors®. Further distribution prohibited without prior permission. Add to Reading List Source URL: www.cumber.com Language: English - Date: 2016-02-22 10:25:17 Finance Economy Money Exchange-traded funds Financial services Institutional investors Investment Portfolio manager Mutual fund Investment management
126	Taxable Tactical Hedge Portfolio Style Second Quarter 2015 Data through June 30, 2015 ©Copyright 2015 Cumberland Advisors®. Further distribution prohibited without prior permission. Add to Reading List Source URL: www.cumber.com Language: English - Date: 2016-02-22 11:09:03 Finance Economy Money Institutional investors Hedge funds Bond Chartered Financial Analyst Long-Term Capital Management Citigroup Fixed income Corporate bond Exchange-traded fund
127	Form ADV Part 2 ADV Disclosure Brochure for Clients and Prospective Clients of First Affirmative Financial Network Item 1: Introduction and Overview Many investors Add to Reading List Source URL: www.firstaffirmative.com Language: English Investment Investment policy statement Registered Investment Adviser Investment management Financial adviser Separately managed account Management fee Mutual fund Investment outsourcing National Association of Personal Financial Advisors
128	Retail Financial Advisors Presentation August 2015 Steve Young, Executive VP and CFO Safe Harbor Safe Harbor statement Add to Reading List Source URL: www.duke-energy.com Language: English - Date: 2015-08-06 09:13:55
129	UC Santa Cruz Foundation Finance Committee Glossary of Terms Above Water – The status of an endowment fund whose current market value is greater than its historical dollar value (HDV – the sum of endowment gifts adju Add to Reading List Source URL: foundation.ucsc.edu Language: English - Date: 2015-01-30 14:19:23 Economy Finance Money Investment Endowment policy Insurance Fund accounting Financial endowment Net asset value Hedge fund University of California State Street Global Advisors
130	PRESS RELEASE New Research from Cornerstone Advisors Challenges Financial Institutions to Redirect Their Delivery Channel Resources or Perish Banks and credit unions that want to survive beyond 2020 need to begin reshap Add to Reading List Source URL: www.crnrstone.com Language: English - Date: 2014-08-19 18:11:38 E-commerce Mobile banking Mobile content Cornerstone Bank Financial services Citigroup

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